Setting up action plans for leads

After you have lead information stored in iMaxCRM, you can setup action plan templates and email templates for a smooth follow up on the leads. To setup an action plan template, 1. On iMaxCRM, click on Settings. 2. Click on . 3. Click on . 4. Enter the following details: […]

Adding a lead manually

Apart from automated leads system, iMaxCRM also lets you add a lead source manually. To manually add a lead source, 1. On iMaxCRM, click on Contacts. 2. Click on . 3. Provide the following details necessary for contact information. 4. From the “Source” field, select the appropriate lead source. If […]

Setting up automated leads

iMaxCRM lets you setup your leads information from various real estate sites such as: Trulia Zillow Realtor.com Homes.com iHomefinder IDXBroker You can seamlessly configure the above sites with iMaxCRM and automatically store all your lead sources at one place. Finding iMaxCRM email address   Click the icon in the upper […]

How to Create Smart Lists

To Create a Smart List: Go to left panel, click on Contacts – Smart Lists 2. Select + List 3. Create a name for your smart list. Go to contacts, below description box and click on + sign to create new contacts you want to include in the smart list. You […]

How to Create a Task

We have a lot of ways to simply Create a Task in IMAX CRM: Click on Task & Calendar at the left side of the Main Page. Select the Orange box +Task It will open another To-do Information page, provide details as necessary.   Tip: You can uncheck the small […]

How to Update Profile

To be able to Update Profile, Click on the head logo on the top right corner 2. Select on My Profile. 3. Go to My Settings. 4. Fill out your details in Contact Information section. 5. You also the option to enable/disable Email and SMS notification once a new lead […]

How to Import User details

The Import option helps you import user details from Excel or CSV files into iMaxPropertyCRM. To import contacts, 1. On the Client Request tab, click on the Import option. The Import page is displayed. 2. Click on Choose File. Note: Ensure that the xls file selected is correct and does not […]

How to Import Auto Apply rules data

The Import option helps you to import client request details from Excel or CSV files into iMaxPropertyCRM. To import contacts 1.On the Auto Apply Rules tab, click on the Import option. The Import page is displayed. 2. Click on Choose File. Note: Ensure that the xls  file selected is correct and does not have additional rows or columns. 3. […]

How to Import Action Plan templates

The Import option helps you import client request details from Excel or CSV files into iMaxPropertyCRM. To import contacts, 1. On the left panel, click on Marketing – Action Plan Templates.   2. Click on Import . The Import page is displayed. 3. Browse through the location where the file is stored. […]